Kundenberater (d/m/w) Wertpapier, Filiale Gallusviertel & Bockenheim
Core
Independent advisory on investment and pension products with a focus on securities trading, building sustainable customer relationships through personal and phone contact.
Role type
Securities sales advisor (IC)
Builds
Investment and pension products for retail customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Securities trading knowledge, capital market understanding, commercial training (Bank clerk), customer service, resilience, AI tool usage
Preferred skills
Experience in securities business or bank sales, certification as investment advisor
Technologies
AI-supported applications
Responsibilities
Conduct needs-oriented advisory on investment and pension products, build customer relationships via personal and phone contact, coordinate with branch teams, independently organize workday, critically evaluate AI results for customer needs and process optimization